View, Edit, and Search for Processes

View the active and inactive Processes in your organization.

View Active and Inactive Processes

ProcessMaker Platform displays all active and inactive Processes in one table that Process Designers have created throughout your organization. This makes it easy to manage your Processes. A Process can have one of these status:

• Active: The Active status indicates that new Requests of the Process can be started and in-progress Requests can be completed. Moreover, Process Designers can edit the Process as needed. Changes made to an active Process are reflected in new Requests only and any in-progress Requests are not affected.
• Inactive: The Inactive status indicates that new Requests of the Process can not be started. In-progress Requests can complete; they are not affected. Moreover, Process Designers can edit the Process as needed.
• Archived: The Archived status indicates that new Requests of the Process can not be started. In-progress Requests can complete; they are not affected. However, Process Designers cannot edit the Process until it is restored.

Permissions

Your user account or group membership must have the "Processes: View Processes" permission to view the list of Processes unless your user account has the Make this user a Super Admin setting selected.

See the Processes permissions or ask your Administrator for assistance.

Looking for Archived Processes?

Click the Archived Processes tab to view archived Processes.

Follow these steps to view all active and inactive Processes in your organization:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the Designer option from the top menu. The Designer Welcome Screen displays.

3. Do one of the following:

   • From the Assets pane in the Designer Welcome Screen, mouse-hover over the Processes icon, and then select View All Processes.
   • Click the Processes iconfrom the left sidebar. The Processes tab displays all active Processes in the Processes page.

"Processes" tab displays all Processes in your organization

The Processes tab displays the following information in tabular format about active and inactive Processes:

• Name: The Name column displays the Process name. If the Process is not configured correctly, such as with a Process Manager, then the following icon displays preceding the process name:. The Name column also displays an icon indicating the status of the Process and can have these values:

  • Active: The Active status indicates that new Requests of this Process can be started.
  • Inactive: The Inactive status indicates that no new Requests of this Process can be started. In-progress Requests can complete; they are not affected.
• Category: The Category column displays in which Process Category the Process is assigned.

• Owner: The Owner column displays the Process Owner who maintains the Process. Hover your cursor over a user's avatar to view that person's full name.

• Modified: The Modified column displays the date and time the Process was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Created: The Created column displays the date and time the Process was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

Search for a Process

Use the Search setting to filter Processes that display.

Create a Process

Click the +Process button. See Create a New Process.

Import a Process

Click the Import button. See Import a ProcessMaker Platform Process.

Edit a Process

Click the menu, and then select the Edit Process option. See Model Your Process for topics.

Save a Process as a Template

Click the menu, and then select the Save as Template option. See Create a Template from a Process.

Save a Process as a PM Block

Click the menu, and then select the Save as PM Block option. See Create a new PM Block.

Add a Process to a Project

Click the menu, and then select the Add to Project option. See Add a Process to a Project.

Configure a Process

Click the menu, and then select the Configure option. See Configure a Process.

View Documentation for a Process

Click the menu, and then select the View Documentation option. See View Documentation for a Process.

Export a Process

Click the menu, and then select the Export option. See Export a BPMN-Compliant ProcessMaker Platform Process.

Archive a Process

Click the menu, and then select the Archive option. See Archive a Process.

Pause or Resume All Start Timer Events in a Process

Click the menu, and then select the Pause Start Timer Events option to stop the schedule for new Requests by pausing all Start Timer Event elements in the Process. Note that this icon only displays if that Process uses at least one Start Timer Event that is not paused.

Click the menu, and then select the Unpause Start Timer Events option to resume the schedule for new Requests by resuming all Start Timer Event elements in the Process. Note that this icon only displays if that Process uses at least one Start Timer Event that is paused.

No Processes?

If no active Processes exist, the following message displays: No Results.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

Go to Home

Click the Home breadcrumb icon to go to the Request Participant Home Screen.

Edit an Existing Process

Permissions

Your user account or group membership must have the following permissions to edit a Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Edit Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to edit a Process:

1. View your Processes.

2. Click the menu, and then select the Open in Modeler option for your Process. Process Modeler opens the Process model for editing.

Search for a Process

Use the Search function to filter all Processes from the Processes page based on your entered text.

Permissions

Your user account or group membership must have the "Processes: List" permission to search for Processes unless your user account has the Make this user a Super Admin setting selected.

See the Processes permissions or ask your Administrator for assistanc

Follow these steps to search for a Process:

1. View your Processes.

2. Enter in the Search setting the text to filter Processes using any of the following criteria:

   • Name: Filter by the Process name that displays in the Name column.

   • Category: Filter by the Process Category name that displays in the Category column.

   • Owner: Filter by the Process Owner's full name that displays in the Owner column.

As you enter text into the Search setting, Processes display that match your entered text.

No Search Results?

If there are no search results, the following message displays: No Results.

Manage Your Processes

See View All Processes for ways to manage your Processes.